Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith A. Lewis is an investment advisor representative with W&S Brokerage Services, Inc. Keith is registered in Indiana, Kentucky, Ohio, and Washington. Keith has been in the industry since September 2022. Keith earned the Series 63, Series 65, and Series 6TO licenses. Keith is registered in Indiana, Kentucky, Ohio and Washington as a broker/dealer and in Ohio as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
07/25/2023 - Present
W&S Brokerage Services, Inc. (LOVELAND OH)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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